Olympic Investment Group is an independent wealth management and financial advisory firm based in Edmonds, Washington. With a focus on long-term financial planning and client success, we serve high-net-worth individuals, families, and business owners throughout the Pacific Northwest. As an independent firm supported by LPL Financial, the nation’s largest independent broker-dealer*, we provide unbiased advice and comprehensive financial strategies without the limitations of proprietary products or sales quotas.
Our experienced team offers a full range of wealth management services, including:
• Retirement planning
• Estate and legacy strategies
• Tax-efficient investing
• Business succession planning
We believe that effective financial guidance starts with understanding our clients’ values, goals, and unique circumstances. This client-centric approach allows us to build customized strategies that evolve as our clients’ lives change.
We are committed to professionalism, integrity, and building lasting relationships. Whether navigating life transitions or pursuing long-term aspirations, we strive to provide the clarity and confidence our clients need to achieve their financial objectives.
*As reported by Financial Planning magazine, June 1996–2019, based on total revenue.
Company Details
- Employees
- 5
- Address
- 144 Railroad Ave,
- Phone
- +1 425-312-6460
- oi****@****ent.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- olympicinvestment.com
- Keywords
- Edmonds.
- HQ
- Edmonds, WA
Olympic Investment Group Questions
Olympic Investment Group's helpline number is +1 425-312-6460
Olympic Investment Group's website is olympicinvestment.com
Olympic Investment Group's LinkedIn profile is https://www.linkedin.com/company/olympic-investment-group
Olympic Investment Group has
5 employees.
View email and phone details for 5
employees at Olympic Investment Group.
Olympic Investment Group's industry is
Financial Services
Olympic Investment Group's top competitors are
Bright Next Academy,
Fort Vancouver Investment Management, Llc,
Washington Capital,
Capital Partners Wealth Management,
Ignite Financial Planning, Llc,
Luminae,
Agora Financial Technologies,
Bordeaux Wealth Advisors,
Ara.tech,
Braavo.
Olympic Investment Group's support email address is oig@olympicinvestment.com
Olympic Investment Group's categories are Financial Services
